Portfolio

Invesco's director of investment product management says the market’s worst days are just as important as its best days, rebutting the belief that missing the market’s best days is the worst mistake an investor or an advisor could make.

The assets of the nation’s mutual funds were flat in December, gaining $12.3 billion. That worked out to a gain of one-tenth of a percent, for an industry that has $11.6 trillion in combined assets.

Hancock Holding Company announced that the Hancock Horizon Burkenroad Small Cap Fund, that uses investment research produced by university students, has received a five-star overall rating from Morningstar.

Direxion Funds said it is is making modifications to its line of “buy and hold” alternative strategies, effective February 1, 2012.

U.S. Retirement Market Projected to Hit $22 Trillion by 2016 The U.S. retirement market is projected to grow to nearly $22 trillion by 2016. That represents a 38% increase from an estimated $16 trillion mark for the end of 2011, due mostly to continuing market recovery.

Direxion Funds said it is is making modifications to its line of “buy and hold” alternative strategies, effective February 1, 2012.

Hancock Holding Company announced that the Hancock Horizon Burkenroad Small Cap Fund, celebrating its tenth anniversary, has received a five-star overall rating from Morningstar.

Michael Hamm has left a position as vice president at Cambridge Investment Research in Fairfield, Iowa, to become a senior vice president at The Legend Group in Palm Beach Gardens, Fla.

The number and complexity of corporate events persist, even three years after the 2008 financial crisis. Here's a rundown, from Wolters Kluwers Financial Services.

Here's a an early preview of Financial Planning’s February cover story examining the savviest strategies that top planners and other financial professionals are using to put the fix back into their clients’ fixed income.